Mission Wealth Management’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $952K | Sell |
9,175
-627
| -6% | -$65.1K | 0.02% | 321 |
|
|
2025
Q1 | $1.07M | Buy |
9,802
+1,166
| +14% | +$127K | 0.03% | 275 |
|
|
2024
Q4 | $796K | Buy |
8,636
+840
| +11% | +$77.5K | 0.02% | 316 |
|
|
2024
Q3 | $800K | Buy |
7,796
+3,241
| +71% | +$333K | 0.02% | 320 |
|
|
2024
Q2 | $400K | Sell |
4,555
-679
| -13% | -$59.6K | 0.01% | 444 |
|
|
2024
Q1 | $451K | Buy |
5,234
+722
| +16% | +$62.2K | 0.01% | 435 |
|
|
2023
Q4 | $366K | Sell |
4,512
-6
| -0.1% | -$487 | 0.01% | 419 |
|
|
2023
Q3 | $340K | Sell |
4,518
-170
| -4% | -$12.8K | 0.01% | 407 |
|
|
2023
Q2 | $395K | Buy |
4,688
+794
| +20% | +$66.9K | 0.01% | 384 |
|
|
2023
Q1 | $354K | Sell |
3,894
-166
| -4% | -$15.1K | 0.01% | 392 |
|
|
2022
Q4 | $386K | Sell |
4,060
-112
| -3% | -$10.6K | 0.02% | 362 |
|
|
2022
Q3 | $361K | Sell |
4,172
-167
| -4% | -$14.5K | 0.02% | 337 |
|
|
2022
Q2 | $416K | Buy |
4,339
+454
| +12% | +$43.5K | 0.02% | 327 |
|
|
2022
Q1 | $387K | Sell |
3,885
-14
| -0.4% | -$1.4K | 0.02% | 349 |
|
|
2021
Q4 | $347K | Buy |
3,899
+432
| +12% | +$38.4K | 0.02% | 377 |
|
|
2021
Q3 | $281K | Sell |
3,467
-1,056
| -23% | -$85.6K | 0.01% | 405 |
|
|
2021
Q2 | $383K | Buy |
4,523
+209
| +5% | +$17.7K | 0.02% | 334 |
|
|
2021
Q1 | $365K | Sell |
4,314
-127
| -3% | -$10.7K | 0.02% | 319 |
|
|
2020
Q4 | $370K | Buy |
4,441
+314
| +8% | +$26.2K | 0.02% | 298 |
|
|
2020
Q3 | $337K | Sell |
4,127
-1,616
| -28% | -$132K | 0.03% | 259 |
|
|
2020
Q2 | $457K | Buy |
5,743
+665
| +13% | +$52.9K | 0.04% | 195 |
|
|
2020
Q1 | $406K | Sell |
5,078
-49
| -1% | -$3.92K | 0.04% | 177 |
|
|
2019
Q4 | $485K | Buy |
5,127
+106
| +2% | +$10K | 0.05% | 187 |
|
|
2019
Q3 | $470K | Buy |
5,021
+2
| +0% | +$187 | 0.05% | 176 |
|
|
2019
Q2 | $442K | Sell |
5,019
-105
| -2% | -$9.25K | 0.05% | 182 |
|
|
2019
Q1 | $429K | Buy |
5,124
+1,993
| +64% | +$167K | 0.05% | 187 |
|
|
2018
Q4 | $234K | Buy |
+3,131
| New | +$234K | 0.03% | 231 |
|
|
2018
Q1 | – | Sell |
-4,200
| Closed | -$309K | – | 238 |
|
|
2017
Q4 | $309K | Buy |
+4,200
| New | +$309K | 0.05% | 151 |
|